Tax Strategies for the High-Income Individual
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Tax Strategies for the High-Income Individual
Monday, June 3–Thursday, June 6
The Tax Strategies for the High-Income Individual track helps you better connect with your clients and grow your practice. You’ll gain a richer understanding of your clients’ motivations and needs, which will help you drive better outcomes for them.
Connect & Engage to get:
- Coverage of critical tax topics selected by respected leaders and subject matter experts.
- Strategies to match your clients with the right type of planning services.
- Exposure to new business models, client fee structures and other practice refinements.
- Current tax regulation updates in a rapidly changing landscape.
- Insights related to the intersection of tax, technology, financial planning and more.
- Networking and information-sharing opportunities.
Tax Strategies for the High-Income Individual
Key sessions you cannot miss!
Fun with four-letter words: NIIT, SECA, and PTET
Why Crypto Tax Compliance Isn’t Getting Any Easier Despite New Guidance
Renewal Energy Tax Incentives Guidance
Washington Tax Update
Update from the National Taxpayer Advocate
Required Minimum Distributions for Inherited IRAs Payable to a Trust
Tax Issues When a Business Owner Dies
